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About Us
The CCH Financial Planning Toolkit provides trustworthy, comprehensive, and user-friendly personal financial information that helps people improve their lives. Content is organized into six modules:
- Goal Setting and Data Collection
- Investments
- Taxes
- Insurance / Risk Management
- Retirement Planning
- Estate Planning
... and is designed to provide our consumer audience with "total know-how for their financial future."
Meet the CCH Toolkit Team
The CCH Financial Planning ToolkitTM is brought to you by CCH INCORPORATED, a leading provider of business, legal, and tax information and software to the business community in the U.S. and abroad since 1913. More than four generations of business and tax advisors have trusted our products for their accuracy, reliability, comprehensiveness, and timeliness.
And now, CCH has designed the CCH Financial Planning ToolkitTM to bring you the information that you need to successfully manage your personal finances.
Publisher
Drew Snider has over 30 years experience with business-information services (SRDS), consumer magazines (Golfweek), and home-based software applications (Parsons Technology).
Please feel free to contact him for any reason...including content licensing, advertising and reprint requests.
Editorial Organization
Alice H. Magos has over 35 years of experience running the operations of numerous small businesses. She is the author of the CCH Business Owner's ToolkitTM online advice column Ask Alice. Alice is an accountant,a Certified Financial Planner, a Certified Fraud Examiner, and holds degrees from Washington University in St. Louis and Northwestern University in Chicago.
Catherine Gordon has over 17 years of experience in the tax, business, and financial publishing field and has worked as a tax consultant providing services to individuals as well as large and small companies. Catherine holds a juris doctorate degree from the State University of New York at Buffalo School of Law and a BA in sociology from the State University of New York at Stony Brook.
John Duoba has more than 16 years of experience in book and magazine publishing, fulfilling various roles in editorial and production management. He has been involved in the publication of scores of titles, with multiple editions and issues raising the total well into the hundreds. John is a professional journalist and holds a degree from Northwestern University's Medill School of Journalism.
Paul Gada has over eight years of legal publishing experience, primarily dealing with state and federal tax issues. He has helped create numerous editorial products, including newsletters, journals, books and electronic information systems. Paul is an attorney and holds degrees from John Marshall Law School (LLM - Tax and Employee Benefits), Southern Illinois University (JD), Northern Illinois University (MBA) and Loyola University of Chicago (BA).
Joel Handelsman has 29 years of experience writing about business, tax, and financial topics. He has experience with multiple new product and business ventures in the publishing industry and has held a variety of management positions. He has also taught legal research at the post-graduate level. Joel holds degrees from Northwestern University's Medill School of Journalism and DePaul University College of Law.
Susan Jacksack was the original author of much of the content in the CCH Financial Planning Toolkit. Susan was also a major contributor to our companion small business web site, the CCH Business Owner's Toolkit. She was a nationally recognized and frequently quoted small business and financial expert.
Unfortunately, Susan lost a lengthy battle with cancer in 2001. She was admired, respected, and appreciated by all those who knew her. Her friendly and helpful nature is sorely missed by her family, friends, and all those who came to rely on her throughout the years.
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